Conservative Pension

Objective

Provide low levels of risk to savings by holding income producing assets and some growth assets to protect against inflation.

Overview

The Conservative option invests in different types of assets to reduce the volatility of returns.

Style

A diversified conservative option with an income focus. All investments support the Australian Ethical Charter.

Suits

Members closer to or in retirement who need to protect their retirement savings and keep up with inflation or members who want a low volatility option.

Established

May 2010

Recommended minimum timeframe

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7+
  • Years

Asset Mix

25% Growth 75% Defensive

Investment risk

Investment risk illustration Low High

Asset Allocation

  • Australian shares
  • Cash
  • Interest-bearing investments
  • Property
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Conservative Pension

Unit Prices

  • 27 January 2012
    $1.0415
    $1.0412
    $1.0409
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Returns

Total returns to 31 December 2011 3 months 1 year 3 years 5 years 10 years Since Inception
Conservative Pension 1.60% 1.60% 2.20%